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CORWIN FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CORWIN FAMILY FOUNDATION (EIN 95-4076122)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202323199349109512
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T19:13:33-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454095250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSE SNYDER & JACOBS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115821 VENTURA BLVD STE 490AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954076122EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORWIN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCORWBusinessNameControlTxt
Phone3108582800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1708 N SIERRA DRIVEAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTONI CORWINPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3108582800PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTONIPersonFirstNm
Person LastCORWINPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTONY A ROSEPreparerPersonNm
PTINP00085459PTIN
Phone8184610600PhoneNum
Preparation2023-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,834,324FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,673InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,673InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,472InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$63,530DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,530DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,703NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$320,750GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,703CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$74,906TotalRevAndExpnssAmt
Total Net Invst Incm$74,906TotalNetInvstIncmAmt
Total Adj Net Incm$2,472TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,555LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,277LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$2,278LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,884AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,442AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,442AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$15,991OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,929OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$62OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,430TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,648TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,782TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$118,572ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$118,572ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$150,002TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,648TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$126,354TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$75,096ExcessRevenueOverExpensesAmt
Net Investment Income$51,258NetInvestmentIncomeAmt
Adjusted Net Income$2,472AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,562CashBOYAmt
Cash EOY$9,939CashEOYAmt
Cash EOYFMV$9,939CashEOYFMVAmt
Corporate Stock BOY$1,672,972CorporateStockBOYAmt
Corporate Stock EOY$1,604,236CorporateStockEOYAmt
Corporate Stock EOYFMV$1,824,385CorporateStockEOYFMVAmt
Total Assets BOY$1,691,534TotalAssetsBOYAmt
Total Assets EOY$1,614,175TotalAssetsEOYAmt
Total Assets EOYFMV$1,834,324TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,300OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,300TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,689,234NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,614,175NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,689,234TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,614,175TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,691,534TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,614,175TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,689,234TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$75,096ExcessRevenueOverExpensesAmt
Other Increases$37OtherIncreasesAmt
Subtotal$1,614,175SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,614,175TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CNB SHORT-TERM2022-01-012022-12-31$81,174$86,457-$5,283-$5,283
CNB LONG-TERM2021-01-012022-12-31$239,576$225,590$13,986$13,986
FieldValueIRS element (for citing)
Capital Gain Net Income$8,703CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$5,283NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$712InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$712SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$712TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$853EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$853TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$141OverpaymentAmt
Applied To ES Tax$141AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTONI CORWINIndividualWithBooksNm
Phone3105508872PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1708 N SIERRAAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TONI CORWIN
708 N SIERRA DRIVEBEVERLY HILLSCA90210DIRECTOR1.00$0$0$0
DAVID CORWIN
708 N SIERRA DRIVEBEVERLY HILLSCA90210DIRECTOR0.00$0$0$0
DANIEL CORWIN
708 N SIERRA DRIVEBEVERLY HILLSCA90210DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,987,010AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,557AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,997,567TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,997,567AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,964CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,967,603NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,380MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98,380MinimumInvestmentReturnAmt
Tax Based On Investment Income$712TaxBasedOnInvestmentIncomeAmt
Total Tax$712TotalTaxAmt
Distributable Before Adj$97,668DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$97,668DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$97,668DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$126,354ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$126,354QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$97,668DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$57,785ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$89,291ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$92,655ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,135ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,254ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$302,120TotalExcessDistributionCyovAmt
Qualifying Distributions$126,354QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$97,668AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,686RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$330,806TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$57,785ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$273,021ExcessDistriCyovToNextYrAmt
Excess From Year4$89,291ExcessFromYear4Amt
Excess From Year3$92,655ExcessFromYear3Amt
Excess From Year2$53,135ExcessFromYear2Amt
Excess From Year1$9,254ExcessFromYear1Amt
Excess From Current Year$28,686ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEVERLY HILLS HIGH SCHOOL
241 S MORENO DRBEVERLY HILLSCA90212NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$1,000
CORO SOUTHERN CALIFORNIA
1000 ALAMEDA ST 240LOS ANGELESCA90012NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$10,000
JEWISH FEDERATION OF SANTA BARBARA
524 CHAPALA STSANTA BARBARACA93101NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$10,000
NEW BEGINNINGS
9819 AVALON BLVDLOS ANGELESCA90003NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$3,500
RABBI SARAH BASSIN
8844 BURTON WAYBEVERLY HILLSCA90211NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$1,000
TEMPLE EMANUEL OF BEVERLY HILLS
8844 BURTON WAYBEVERLY HILLSCA90211NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$19,945
TEMPLE ISRAEL OF HOLLYWOOD
7300 HOLLYWOOD BOULEVARDLOS ANGELESCA90046NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$6,732
UC REGNENTS
1111 FRANKLIN STREET 12TH FLOOROAKLANDCA94607NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$10,000
WESLEYAN UNIVERSITY
45 WYLLYS AVENUEMIDDLETOWNCT06459NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$1,500
WOODEN ATHLETIC FUND
10920 WILSHIRE BLVD SUITE 1400LOS ANGELESCA90024NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$12,800
WORLD CENTRAL KITCHEN
1342 FLORIDA AVE NWWASHINGTONDC20035NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$1,000
JEWISH WOMEN'S ARCHIVE
1860 WASHINGTON STREET SUITE 204NEWTONMA02466NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$500
LOS ANGELES PHILHARMONIC
151 S GRAND AVENUELOS ANGELESCA90012NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$7,500
HOLLYWOOD BOWL
151 S GRAND AVENUELOS ANGELESCA90012NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$2,000
DISCOVERY CUBE LOAS ANGELES
11800 FOOTHILL BLVDSYLMARCA91342NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$20,000
CORE
910 N HILLLOS ANGELESCA90012NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$1,000
VARIETY BOYS & GIRLS CLUB
2530 CINCINNATI STREETLOS ANGELESCA90033NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$2,500
BEVERLY HILLS FIRFIGHTERS
445 N REXFORD DRBEVERLY HILLSCA90210NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$1,000
HOLOCAUST MUSEUM LOS ANGELES
100 THE GROVE DRLOS ANGELESCA90036NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$1,000
MAPLE COUNSELING CENTER
2021 SPERRY AVE SUITE 41VENTURACA93003NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$1,000
FRIENDS OF ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM
211 S SPLADING DRIVE 4035BEVERLY HILLSCA90212NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$1,800
DIDI HIRSCHMENTAL HEALTH SERVICES
4760 S SEPULVEDA BOULEVARDCULVER CITYCA90230NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$1,000
BEVERLY HILLS ALTHLETC ALUMNI ASSOCIATION
269 S BEVERLY DR 694BEVERLY HILLSCA90212NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$295
CHILDERNS HOSPITAL
4650 SUNSET BLVDLOS ANGELESCA90027NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$1,000
LITTLE RESCUE
1666 HIDDEN VALLEY RDTHOUSAND OAKSCA91361NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$300
PORTRAIT SHOW
2118 WILSHIRE BLVD SUITE 527SANTA MONICACA90403NONEPCTO FURTHER NECESSARY CHARITABLE ACTIVITIES$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$118,572TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,673ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,530ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,703ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$74,906ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$74,906TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,884Amt
Net Investment Income$5,442NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,442DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCNBStockNm
EOY Book Value$1,604,236EOYBookValueAmt
EOYFMV$1,824,385EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,555LegalFeesAmt
Net Investment Income$2,277NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,278DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$3$0$0$3
INVESTMENT EXPENSES$15,929$15,929$0$0
TAXES$59$0$0$59

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$37Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$2,300BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

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